SemiAnalysis, every mention
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tap a year for its mentions
every year anyone John Coogan 45Jordi Hays 11Doug O'Laughlin 3Dylan Patel 2Will Brown 1Packy McCormick 1Bridget Harris 1
Verbatim, from the transcripts: the passages where SemiAnalysis comes up
Another AI Safety Kerfuffle, Markiplier’s Stake in GoPro, SpaceX Getting Into Turbines | Diet TBPN
- ▶ 27:18 unnamed speaker Making these parts requires the blade to be grown in a vacuum furnace as a single crystal of nickel super alloy, according to Nigel Chong, an analyst at Semi Analysis. 2 times in the scene
Kushner & Iger’s $12.5B Lakers Deal, Grok 4.6 Launches, Anthropic’s Watermarking Move | Diet TBPN
- ▶ 12:26 unnamed speaker Is it the semi-analysis? 2 times in the scene
Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN
- ▶ 5:36 John Coogan Um, because I don't think, I don't think the, uh, like the semi-analysis forecast was for, like, Grok token demand specifically.
Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
- ▶ 1:14 John Coogan Semi analysis also just one month ago laid out like a much more detailed bull case for MSL in particular. 2 times in the scene
- ▶ 29:44 Jordi Hays SpaceX is up, uh, 13%, uh, in the past five days, almost certainly in part due to semi-analysis.
AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
- ▶ 23:08 Jordi Hays Semi-analysis chimed in on the DeepMind news, not just chimed in. 3 times in the scene
RSI Is Closer Than People Think, Per Tae Kim
- ▶ 3:33 unnamed speaker And Alex Wang sharing a whole bunch of progress across, um, a few different, uh, models and data points, and then a semi-analysis wrote a whole bull case for MSL, talking about how they have compute, and also they have, uh, more of like…
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
- ▶ 2:48 unnamed speaker Uh, with Semi-Analysis sort of jokingly maybe posting Google Cloud generates revenue primarily from the sale of TPU systems.
Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
- ▶ 13:25 John Coogan Semi-analysis said, similar to the panic over DeepSeq R-one, some uneducated people think Kimmy K-III's use of linear attention, KDA,
GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
- ▶ 14:29 John Coogan So the meta bull case, uh, semi analysis wrote a long piece about, uh, the future of MSL, what's going on there. 6 times in the scene
SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN
- ▶ 12:10 John Coogan Semi analysis also put out a, a table showing for particular workflows that would take them, you know, a thousand dollars of human time that they would have to hire more people for.
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
- ▶ 4:54 unnamed speaker As, uh, in codex, 5.3, Spark, uh, and so they are very fast, and I think the most important thing that Semi-Analysis points out is that token consumers, customers, businesses, have shown this revealed 4 times in the scene
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- ▶ 1:08 unnamed speaker Semi-analysis put out a note this morning, according to YC, YieldChad, uh, expecting hyperscaler capex to be revised upwards and beat street expectations as hyperscaler cloud revenue is accelerating, and they are seeing positive ROI on…
China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN
- ▶ 6:34 Jordi Hays That's not why they call it semi-analysis. 4 times in the scene
SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN
- ▶ 24:34 unnamed speaker Uh, semi-analysis.
Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN
- ▶ 0:17 unnamed speaker From, uh, semi-analysis because it is a treat. 3 times in the scene
Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN
- ▶ 9:46 unnamed speaker I like that semi-analysis leans into the particular, like rough edges of every platform.
OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
- ▶ 26:23 unnamed speaker Speaking of Dylan Patel, Semi-Analysis was featured at NVIDIA GTC. 3 times in the scene
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
- ▶ 18:12 unnamed speaker The project is expected for completion and production start in 2028, says Semi-Analysis, so.
Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
- ▶ 0:18 John Coogan Uh, so earnings dropped yesterday after we got off the phone with Doug O'Loughlin from Semi-Analysis. 3 times in the scene
Nvidia CRUSHES Earnings. So Why Did the Stock Crash?
Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN
- ▶ 6:29 John Coogan Apparently, uh, semi-analysis can't use max for some reason.
Bombshell: Fed Report Says Most Firms See No AI Impact
- ▶ 9:33 unnamed speaker Apparently, ah, semi-analysis can't use max for some reason, so they do, ah,
What The Citrini Selloff Says About the Stock Market
- ▶ 0:44 John Coogan And then, and then I see like semi analysis is thinking more in like a couple years out 2 times in the scene
- ▶ 20:34 John Coogan From semi-analysis.
Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
- ▶ 1:09 John Coogan And then I see, like, semi-analysis is thinking more in, like, a couple years out, and it's still, like, they get held accountable for, 3 times in the scene
The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN
- ▶ 2:11 John Coogan It's why semi-analysis exists and provides great, ah, you know, cross-functional data.
The Secret Economics Controlling OpenAI, Anthropic, and the AI Boom
- ▶ 2:07 Packy McCormick It's why semi-analysis exists and provides great, ah, you know, cross-functional data.
FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
- ▶ 5:40 Doug O'Laughlin So, um, instead of me having someone, uh, let me use my personal stack as semi-analysis.
- ▶ 25:11 Doug O'Laughlin I, I definitely cannot disclose what semi-analysis thinks. 2 times in the scene
- ▶ 32:51 John Coogan If you're listening, go hop on semi-analysis.
FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
- ▶ 30:46 Dylan Patel Um, you know, we've got, we've got a couple of folks now in the firm who have psychosis, but Douglas O'Loughlin, who is like, you know, semi-analysis, number two, he's president, you know, he's my boy. 2 times in the scene
The AI Power Backlash, the NYMag David Ellison profile, Google Personal Intelligence | Diet TBPN
- ▶ 8:48 unnamed speaker Probably got to go to semi-analysis for the real number, but three billion in energy costs for two hundred and forty five billion in revenue.
We're all Jerome Powell, Apple and Google Make it Official, Anthropic Health Care | Diet TBPN
- ▶ 31:01 unnamed speaker But no, seriously, I was listening, I was listening to Doug O'Loughlin from Semi Analysis talk about, ah, how he uses Claude code in a knowledge work setting, and it's fascinating. 2 times in the scene
AI Needs a Steve Jobs, Meta’s Nuclear Powerplants, a16z raises $15B | Diet TBPN
- ▶ 10:52 unnamed speaker AI does use a lot of power, and there's a lot of investment theses that can be built on top of the semi-analysis energy model. 2 times in the scene
Meta Acquires Manus, Nvidia's $20B Groq deal, Doordash's Reddit Firestorm l Diet TBPN
- ▶ 21:30 unnamed speaker We'll have to get some of the semi-analysis folks on the show to, to dig into it.
Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
- ▶ 10:29 unnamed speaker Fortunately, I mean, the semi-analysis crew was over there taking pictures, sharing photos, uh, in the timeline of the Tranium III. 2 times in the scene
ChatGPT Turns Three, OpenAI x Thrive, David Sacks vs. The New York Times | Diet TBPN
Google Gemini 3 Reactions, Google Antigravity, Anthropic-Nvidia-Microsoft Deal | Diet TBPN
- ▶ 16:34 unnamed speaker I would not, I did not, when you started reading this, I did not see that it was semi-analysis.
Thursday's Diet TBPN
- ▶ 20:40 unnamed speaker CoreWeave, who again is the only neocloud in the platinum tier semi-analysis, is down 45%.
Wednesday’s Diet TBPN
- ▶ 22:28 Jordi Hays But, but, uh, he, he, uh, Semi-Analysis has a concept called, like, the pause, which is, like, um,
Acquired Podcast Hosts Break Down Google’s $1 Trillion Mistake
- ▶ 27:33 Jordi Hays Yeah, Oracle, but it feels like, you know, we were just reading something from, uh, Doug O'Loughlin at, uh, Semi-Analysis, and he really feels like the next step is going, you know, negative free cash flow for the hyperscalers and really,…
- ▶ 35:34 John Coogan So, so on, so on this show, we don't do a lot of primary research, but we do a lot of reactions to posts, obviously, but there are times when we'll read through a Stratechery article or Doug O'Loughlin over at Semi-Analysis, and we'll kind…
Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
- ▶ 40:19 unnamed speaker If OpenAI really nails agentic commerce, as semi-analysis suggests,
- ▶ 1:23:44 unnamed speaker Uh, semi-analysis, uh, uh, Doug O'Loughlin over at, uh, Fabricated Knowledge has a good, uh, deep dive today on the glut of lagging edge chips that I think we might have a chance to get to in a little bit, but, uh,
Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
- ▶ 20:16 John Coogan And meanwhile, like when we talked to Doug O'Loughlin at Semi-Analysis, he's like, realistically, like all this trailing edge capacity is going to be done in like South America.
- ▶ 40:40 Jordi Hays Doug really doesn't want, Doug from Semi-Analysis really doesn't, does not want Intel to fail.
Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- ▶ 29:32 John Coogan Um, and so that will be, at least this is the semi-analysis argument that I sort of agree with.
Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- ▶ 49:27 John Coogan I listened to a semi-analysis article with the default Apple Safari text-to-speech, and it was very listenable.
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 2:56 John Coogan Um, AJ from semi-analysis.
- ▶ 29:57 John Coogan Uh, so semi-analysis, clocks, chat GPTs, share of queries, it's 71%.
- ▶ 1:20:28 John Coogan Google TPU, and Semi-Analysis has a funny meme here, um, way down in the stack, uh, about the next generation of chips that were, that have been pitched from startups like, uh, um, Etched and a few others. 2 times in the scene
- ▶ 1:29:25 John Coogan And, and what we know from semi-analysis is that they're not taking share of queries that much, but four hundred and fifty million downloads on an app and monthly active users is pretty, pretty high.
- ▶ 1:39:58 John Coogan This comes from, uh, this comes from, uh, semi analysis. 2 times in the scene
- ▶ 1:46:50 John Coogan So, Semi-Analysis continues saying Intel, the home of Moore's Law, Gordon Moore, of course, worked at Intel and coined Moore's Law, the idea that, uh, the number of transistors will double every few years on, on a silicon chip, allowing… 2 times in the scene
The Future of ChatGPT
- ▶ 3:21 unnamed speaker Uh, so semi-analysis, clocks, chat GPTs, share of queries, it's 71%.
OpenAI Just Cracked the World’s Toughest Math Challenge — Here's How
- ▶ 1:20 unnamed speaker Um, AJ from Semi-Analysis.
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 41:54 unnamed speaker Cause Semi-Analysis does the, uh, cluster MAC rating for all the Neo clouds, including the, the hyperscaler clouds.
Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
- ▶ 21:38 John Coogan It would just have a semi-analysis ad from Dylan. 2 times in the scene
- ▶ 41:22 John Coogan But can we get the semi-analysis deal where it's perpetual?
Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
- ▶ 2:50:41 John Coogan And I mean, like a big part of what we learned about, uh, from semi-analysis this week was
Why Humor Is the True Test of AI Intelligence | Will Brown on TBPN
- ▶ 20:15 Will Brown Um, Semi analysis.
Bridget Harris breaks down the Prime Intellect deal and the broader sentiment in crypto today.
- ▶ 5:43 Bridget Harris Like you have like hugging face, like semi-analysis that want to just like earn extra for, for their idle compute.
How Does GROK Compare? (Full Analysis)
- ▶ 24:36 John Coogan I think Semi-Analysis
The Future of Artificial Intelligence
- ▶ 0:41 unnamed speaker Uh, the company is not new, but the obsessive hype is semi-analysis has long maintained that deep seek is extremely talented and the broader public in the United States has not cared when the world finally paid attention.
- ▶ 31:08 unnamed speaker Highly recommend subscribing to Semi Analysis if you haven't already.
DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- ▶ 1:47 John Coogan So let's kick it off with a fantastic analysis, uh, by Dylan Patel in Semi Analysis.
- ▶ 1:17:14 John Coogan Uh, we are continuing our deep dive on OpenAI Stargate joint venture with a fantastic article in none other than Dylan Patel's semi-analysis.
How to WIN in 2025? (INSANE Predictions List)
- ▶ 26:47 John Coogan I mean, look at the breakdown in, uh, by Dylan Patel in semi-analysis of AMD.
Year of Tech in Review (ep25)
- ▶ 13:00 John Coogan It's also fascinating to just compare them to their, their, their rivals, Intel, which is a, a complete mess, and Pat Gelsinger was ousted, and they just haven't been able to take advantage of the CHIPS Act at all, and then AMD, there was…